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December 2019 Rabbit, Rabbit

What does good financial luck look like in December? I will provide you with some strategies to stay on track, so things don't have to go off the rails in this busy month of gift giving.

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November 2019 Rabbit, Rabbit

Children have an impact on our finances. Let's face it - they're expensive! Think things through ahead of time, have conversations, and educate your children about money.

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October 2019 Rabbit, Rabbit

Spending money and retirement? Income and a recession? Don't panic. Distinguishing between needs and wants is important. Think about where there's flexibility in your spending and plan accordingly.

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September 2019 Rabbit, Rabbit

It's important to invest and prioritize our health. Sometimes that involves money: Yoga or fitness classes, health insurance, therapy. Plan for your health!

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July 2019 Rabbit, Rabbit

Remember tomorrow! How do we make wise decisions to benefit our future selves? It's not easy, in part because of how our brains are wired.

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July 2019 Rabbit, Rabbit

Welcome to the July 2019 Rabbit Rabbit video. On the first of each month, Stephanie's Rabbit Rabbit videos are posted to give you insight and tips on managing your money. Check back each month for new video!

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May 2019 Rabbit, Rabbit

What is impact investing? Is it something you should consider for your own investments? Thoughts on the evolution of this style of investing and how to think about it for yourself, filmed at Total Impact PHL conference 2019...

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How Does Charitable Giving Fit Into Your Financial Plan?

How Does Charitable Giving Fit Into Your Financial Plan?

  Or maybe I should say - DOES it? For most of us, financial planning is an exercise allocating scarce resources. None of my clients say, “Stephanie, I just have too darn much money! What should I do with it?” Wouldn’t that be nice! Instead, the usual predicament is...

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March 2019 Rabbit, Rabbit

How to think about the fact that women are very likely to be caregivers, and we also may need long-term care ourselves. The statistics are shocking. What do we do about it?

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